Question 1

How many shares of AMAT does DAVIS SELECTED ADVISERS own?

Accepted Answer

As of 2026-Q1, DAVIS SELECTED ADVISERS holds 1.2M shares of AMAT (APPLIED MATLS INC).

Question 2

What is DAVIS SELECTED ADVISERS's AMAT position worth?

Accepted Answer

As of 2026-Q1, DAVIS SELECTED ADVISERS's AMAT position is worth $409.2M.

Question 3

Is DAVIS SELECTED ADVISERS buying or selling AMAT?

Accepted Answer

In 2026-Q1, DAVIS SELECTED ADVISERS decreased their AMAT position (-71.5% change in shares).

Question 4

When did DAVIS SELECTED ADVISERS first buy AMAT?

Accepted Answer

Based on available 13F filings, DAVIS SELECTED ADVISERS first reported a position in AMAT in 2026-Q1. They have held the position across 29 quarters.